Goldman Passes Fed Stress Test, Circle Internet Falls, Disney Climbs
On this episode of Stock Movers: Goldman's 2026 capital requirement under current rules may fall 240 bps due to its peer-leading stress-test results improvement (290 bps), partially offset by a 50-bp increase in its systemic surcharge. Circle Internet (CRCL) falls 2.7% in US premarket trading after JPMorgan — which was a lead in its successful IPO this month — starts coverage with an underweight recommendation, citing a valuation that’s beyond the broker’s “comfort zone.” Barclays, meanwhile, gives the stock an overweight rating, saying it’s “one of the only ways” to tap into the stablecoin hype. Disney (DIS) climbs 2% after Jefferies upgraded it’s rating to buy, with the broker now seeing limited risk for a slowdown for its key parks division in 2H 2025.See omnystudio.com/listener for privacy information.
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4:26
Tesla Slips, Juniper Climbs on Settlement; Palantir Rebound
On this episode of Stock Movers:- Tesla (TSLA) shares are lower, following the trend of wind and solar stocks and is the only downside mover of the Mag 7 in the premarket. CEO and founder Elon Musk has spoken out against the bill, saying the bill would destroy millions of US jobs and give "handouts to industries of the past while severely damaging industries of the future." he also called cuts to electric vehicle and clean energy credits would be "incredibly destructive" to the country.- Juniper Networks (JNPR) is up in the premarket after the Justice Department settled a lawsuit challenging Hewlett Packard Enterprise's $13 billion takeover of Juniper, requiring the combined company to sell HPE's Instant On wireless networking business and auction off a license to Juniper's competing Mist business. The deal would have consolidated the sector from three major players to two, controlling 70% of the market, but the settlement preserves competition in the global networking market.- NextEra Energy (NEE) is one of many wind and solar stocks moving to the downside this morning amid Senate deliberations over the US tax bill. The new version of the bill adjusts key provisions on the SALT deduction, Medicaid, and clean energy, and includes compromises among warring factions of the Senate GOP.- Palantir (PLTR) shares are higher this morning after Friday's decline. It comes amid news the company partnered with Accenture Federal Service to form a strategic partnership to provide AI capabilities to federal agencies.See omnystudio.com/listener for privacy information.
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3:45
Solar and Wind Stocks Decline; Disney Upgrade; Juniper DOJ Settlement
On this episode of Stock Movers:- NextEra Energy (NEE) is one of many wind and solar stocks moving to the downside this morning amid Senate deliberations over the US tax bill. The new version of the bill adjusts key provisions on the SALT deduction, Medicaid, and clean energy, and includes compromises among warring factions of the Senate GOP.- Tesla (TSLA) shares are lower, following the trend of wind and solar stocks and is the only downside mover of the Mag 7 in the premarket. CEO and founder Elon Musk has spoken out against the bill, saying the bill would destroy millions of US jobs and give "handouts to industries of the past while severely damaging industries of the future." he also called cuts to electric vehicle and clean energy credits would be "incredibly destructive" to the country.- Disney (DIS) is rising in early trading after it was upgraded by Jeffries to a buy from a hold. The broker now sees limited risk for a slowdown for its key parks division in 2H 2025, more positive upside to cruise division in 2026, as well as continued margin expansion for its direct-to-consumer offerings.- Juniper Networks (JNPR) is up in the premarket after the Justice Department settled a lawsuit challenging Hewlett Packard Enterprise's $13 billion takeover of Juniper, requiring the combined company to sell HPE's Instant On wireless networking business and auction off a license to Juniper's competing Mist business. The deal would have consolidated the sector from three major players to two, controlling 70% of the market, but the settlement preserves competition in the global networking market.See omnystudio.com/listener for privacy information.
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4:26
Deep Dive: Gap Confronts Tariff Trouble
Gap's CEO is battling to save the iconic brand and now it's confronting headwinds from President Trump's tariff policy. The iconic ’90s retailer was on the precipice of death for years. Richard Dickson finally had momentum for a comeback—then came Trump. Bloomberg's Amanda Mull explains the story, in conversation with Carol Massar and Tim Stenovec.See omnystudio.com/listener for privacy information.
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13:03
Deep Dive: Carnival Earnings Lift Cruise Stocks
Carnival Corp. shares jumped after it raised its full-year profit outlook as cruise demand has shrugged off the volatile economic and geopolitical backdrop. Its stock surged, while peers Royal Caribbean Cruises Ltd., Norwegian Cruise Line Holdings and Viking Holdings Ltd. also rose. The industry appears to be rebounding from earlier worries that demand was softening for vacations. Cruise businesses are also insulated during downturns by customers increasingly booking further in advance, drawn to tickets that offer significant discounts relative to other travel options. Tim Stenovec and Carol Massar discuss the news with Bloomberg Intelligence Analyst Brian Egger.See omnystudio.com/listener for privacy information.
Stock Movers features five-minute conversations on today's biggest winners and losers in the stock market. Listen for analysis on the companies making news on Wall Street.
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